PFGIA
DOX icon

Patriot Financial Group Insurance Agency’s Amdocs DOX Stock Holding History

Patriot Financial Group Insurance Agency’s Portfolio DOX Stock Details DOX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-4
Closed – – 800
2022
Q2 		$0 Sell
4
-1
-20% -$82 ﹤0.01% 2045
2022
Q1 		$0 Sell
5
-1
-17% -$78 ﹤0.01% 2087
2021
Q4 		$0 Sell
6
-1
-14% -$75 ﹤0.01% 2169
2021
Q3 		$1K Sell
7
-2
-22% -$155 ﹤0.01% 2043
2021
Q2 		$1K Hold
9
– – ﹤0.01% 1970
2021
Q1 		$1K Hold
9
– – ﹤0.01% 1868
2020
Q4 		$1K Sell
9
-32
-78% -$2.01K ﹤0.01% 1735
2020
Q3 		$2K Sell
41
-5
-11% -$299 ﹤0.01% 1439
2020
Q2 		$3K Sell
46
-2
-4% -$124 ﹤0.01% 1296
2020
Q1 		$3K Hold
48
– – ﹤0.01% 1194
2019
Q4 		$3K Sell
48
-7
-13% -$477 ﹤0.01% 1040
2019
Q3 		$4K Sell
55
-39
-41% -$2.51K ﹤0.01% 973
2019
Q2 		$6K Sell
94
-11
-10% -$635 ﹤0.01% 893
2019
Q1 		$6K Buy
105
+92
+708% +$5.17K ﹤0.01% 800
2018
Q4 		$1K Buy
+13
New +$815 ﹤0.01% 887

Other funds holding DOX

Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return

Patriot Financial Group Insurance Agency's DOX Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of Amdocs (DOX) in Q3 2022, closing a stake of 4 shares.

Patriot Financial Group Insurance Agency first reported a position in DOX in Q4 2018 and held it in 15 quarters. The position peaked at $6K in Q2 2019. 451 funds tracked by Wall St. Rank hold DOX as of Q3 2022.

  • Patriot Financial Group Insurance Agency reported no remaining Amdocs position as of Q3 2022 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 4 Amdocs shares in Q3 2022.
  • Patriot Financial Group Insurance Agency first reported a position in Amdocs in Q4 2018 and held it in 15 quarters.
  • Patriot Financial Group Insurance Agency's Amdocs position peaked at $6K in Q2 2019.
  • 451 funds tracked by Wall St. Rank held Amdocs as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.